snake_doc

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61.
by snake_doc 4y ago
F-22 entered service 2005 Air to air kills since entered service: 2005-2022: 0 2023: 3 (all in last 7 days)
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by snake_doc 4y ago
This is slightly misleading, Apple relies a lot on contractors. Those 2 IR folks likely have 2-3 comms firms on retainer. Those 7 treasury folks likely have an entire team staffed at a major bank. Some companies decide to source labor in ho
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by snake_doc 4y ago
F-22 entered service 2005 Air to air kills since entered service: 2005-2022: 0 2023: 2
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by snake_doc 4y ago
Looking P/E without sector context is a bit strange. The entire comm services sector is down, it’s not just GOOGL… Since I can’t paste screenshots from my terminal, you can see the sector P/Es on page 6: https://www.spg
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by snake_doc 4y ago
The Overnight Drift: https://libertystreeteconomics.newyorkfed.org/2021/05/the-ov... There’s a bunch of speculation on why this happens: https://www.ft.com/content/1cc17824-3077-4e39-9a99-cbcc
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by snake_doc 4y ago
API reads/writes don’t generate ad impressions. It’s really that simple. All the bot nonsense is rhetoric.
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Google's Project Bernanke Explained (Alleged Auction Manipulation)(adtechexplained.com)
2 points by snake_doc 4y ago|0 comments
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by snake_doc 4y ago
Pretty similar to an older Nature paper, using smart speakers to monitor heart rate. Wang, A., Nguyen, D., Sridhar, A.R. et al. Using smart speakers to contactlessly monitor heart rhythms. Commun Biol 4, 319 (2021). https://doi.o
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The Pentagon Can't Count: It's Time to Reinvent the Audit (2022)(warontherocks.com)
2 points by snake_doc 4y ago|1 comments
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by snake_doc 4y ago
The company did receive real cash priced at the valuation. That’s how the valuation came to be, at its last capital fundraising round.
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by snake_doc 4y ago
For anyone looking for previous FAA outages: In 2014, an U-2 plane’s flight plan crashed LAX’s ERAM system because the system ran out of memory. https://www.oig.dot.gov/sites/default/files/FAA%20Actions%20...
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by snake_doc 4y ago
The majority of private equity (incl. VC funds) funds are close-ended by definition [1]. Once the fundraising completes for a fund, no “new” money is allowed into the fund. New investors can invest with a PE firms in 2 ways: invest in a new
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by snake_doc 4y ago
Instead of your speculation, let me be the expert to explain your speculation is wrong. 1. ASC 842 states that lease liabilities should be measured by lease terms that are non-cancellable. In this case, these are Amazon’s non-cancellable le
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by snake_doc 4y ago
Yesterday Jan 3, Amazon borrowed another $8B at 0.75% plus SOFR (which is basically Fed Funds rate at ~4.3%) through a short term credit facility. Also, Amazon has ~$69B in long term lease liabilities. That’s about ~3x the combined long ter
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by snake_doc 4y ago
Mortgages are not typically corporate debt. Mortgages are by definition collateralized. Therefore, there are covenants triggers related to the value of the collateral. The vast majority of corporate debt (bonds) is unsecured. There is no co
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by snake_doc 4y ago
While the margin loans were originally part of the commitment letter in April 2022, Musk later decided against them and sold more Tesla stock instead to fund the deal with cash. None of the Twitter debt is backed by Tesla stock. https:&#x2
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by snake_doc 4y ago
Banks cannot recall LBO debt because they think the debtor’s value decreases. That would be ludicrous. Like most corporate debt, the debtor must service the debt repayment schedules while following financial covenants (addition rules on per
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by snake_doc 4y ago
>In a $25T economy, 13 new banks (roughly 1 for every 4 states) effectively rounds down to zero. Using this logic, in an infinitely large universe, your comment’s importance effectively rounds down to zero. Arbitrary picking economy outp
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by snake_doc 4y ago
“2. Enforce a level playing field Getting regulatory clarity would be a good first step, but if we don't enforce these rules evenly, both domestically and abroad, we will not have a path forward.” How ironic, so a crypto exchange wishe
80.
by snake_doc 4y ago
De novo banks open all the time. 13 new de novo started business in 2022 [1] New management is important, and in this case Wells Fargo has had 4 CEOs since the scandal, and multiple board chairpersons. There has been significant turnover on
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by snake_doc 4y ago
Except there are hundreds of billions of dumb money that are managed by very small amount of people, it’s not economically reasonable for them to do their own primary research. They mostly invest into other funds (ie. Some may be BlackRock
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by snake_doc 4y ago
But in a sense, only the cost of capital is at risk, not the capital borrowed. The 80T number is capital borrowed. It’s definitely worthy of skepticism. It’s definitely a liquidity risk given the short term and principal swaps requirements,
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by snake_doc 4y ago
Most of the swaps are foreign entities borrowing US dollars to hedge their own currencies’ FX volatility. This simply conveys the incredible US dollar dominance in global markets. Also because FX swaps are collateralized with up front princ
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by snake_doc 4y ago
In addition to the R&D, the average Amazon Device (Echo, FireTV, Fire Tablet, Kindle) is sold at a loss. Amazon doesn’t make a gross profit on their main branded devices. Ring, eero, blink are slightly different. Kindle is the closest t
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Ask HN: Cybersecurity for Elderly Family Members
5 points by snake_doc 4y ago|9 comments
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by snake_doc 4y ago
It’s a cost-minimization strategy. I’m sure one of the 300+ economists at AMZN had to write a 6-pager on this question. Layoffs are labor level reductions amid ongoing or expected periods of excess labor capacity. It’s almost a classic supp
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by snake_doc 4y ago
Explanation of the software and hardware setup: https://spectrum.ieee.org/passive-radar-with-sdr
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by snake_doc 4y ago
Offer letters are public information for chief executives: Agrawal’s CEO offer letter: https://www.bamsec.com/filing/119312521342255/2?cik=1418091 An involuntary termination contract: https://www.bamse
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by snake_doc 4y ago
Obligatory p-value snippet from the ASA: P-values do not measure the probability that the studied hypothesis is true, or the probability that the data were produced by random chance alone. Ronald L. Wasserstein & Nicole A. Laza
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by snake_doc 4y ago
> Noone has to make a plea deal Yes, that’s right, most accused do not “make a plea deal”. The prosecution offers the deal to avoid a labor intensive trial. Also, prosecution is allowed to deceive (lie) to trick the accused to accept ple

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